AdvisorCensus / Financial advisors / California / San Francisco / Fathom Point Capital LLC
Fathom Point Capital LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.
Quick answers
From the filingHow is Fathom Point Capital LLC compensated?
On its Form ADV (Item 5.E, October 2026), Fathom Point Capital LLC reports these compensation arrangements: performance-based fees; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.
Where is Fathom Point Capital LLC located?
Fathom Point Capital LLC's principal office is in San Francisco, CA, according to its Form ADV.
Is Fathom Point Capital LLC registered with the SEC or a state?
Fathom Point Capital LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 339729.
How much does Fathom Point Capital LLC manage?
Fathom Point Capital LLC reports $280,000,000 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).
What types of clients does Fathom Point Capital LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); other (1).
Does Fathom Point Capital LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339729
What changed in Fathom Point Capital LLC's recent Form ADV filings?
In the June 2026 filing data: Regulatory assets under management went from $0 to $280,000,000.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Performance-based fees
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated May 1, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$280,000,000 as of October 2026, filing dated May 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- June 2026
- Regulatory assets under management went from $0 to $280,000,000.
- February 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Fathom Point Capital LLC (CRD 339729): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fathom-point-capital-llc-san-francisco-ca-339729